Creating a Portfolio that Attempts to Thrive in any type of Market Climate

  • Ed Slott trained to help clients distribute assets from IRA/401k’s in the most tax friendly manner possible.

  • Create solutions designed to help build, preserve and transfer your wealth effectively.

  • Spot potential vulnerabilities in your portfolio, and proactively address them to help protect your assets.

  • Develop a retirement plan designed to help you potentially realize positive returns in both up and down markets.

The team at Absolute Return Solutions provide more for their clients because they expect more from themselves.

While many investors accept mediocre results during tough economic times, Absolute Return Solutions believe you deserve better results. We act as a financial coach by teaching you the strategies necessary to “Retire” based on your terms (Which means having access to income & planning strategies providing the ability to achieve an income that lasts as long as you do) and positioning your assets to potentially realize growth, even in a bear market. They can also spot vulnerabilities that may exist to your portfolio, and proactively suggest strategies aimed at better protecting your assets.

Products & Services

Income Planning

  • How much do you need?
  • Do you have enough assets to provide that income?
  • Do you need to take risk of any kind?
  • If yes, how much risk is necessary / appropriate?
  • What strategies can be employed to reduce taxes on…
  • …Income
  • …Retirement Distributions
  • …Social Security
  • …ETC.
  • Creating a plan that incorporates all of these aspects.
 Financial Planning

  • Determining the “right” Financial tools for your situation
  • Creating more predictable income Strategies
  • Avoiding/Reducing the unnecessary “Costs of Liquidity”
  • Earmarking Assets to properly address their role
  • Retirement Planning
  • Tax Strategy Plans
  • Estate Plans
  • Protecting your Legacy
Insurance & Tax Reduction

  • Insurance Planning
  • Coordinating Insurance Coverage
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance Analysis.
  • Reducing taxes on any distributions where possible.
  • We use strategies based on current tax law to help optimize your distributions, while striving to minimize the tax liability.
  • The tax laws are very specific on what you can and can’t do. By utilizing these rules in coordination with your tax adviser, we try to find opportunities to reduce your overall tax consequences.
 Specialty Planning

  • Independent Objective Portfolio Analysis
  • Social Security Income Tax Analysis
  • Qualified/Non-Qualified Income Stream Analysis
  • Asset Allocation Strategies
  • Risk/Return Suitability Analysis
  • Stretch IRA Strategies
  • Diversification & Overlapping Investment Analysis.
  • Roth Conversion analysis.
  • The road you are on tax awareness analysis

Plan to realize your financial goals. Let the experienced team at Absolute Return Solutions show you how it is possible. For additional information on Absolute Return Solutions or to arrange a free consultation, please click here for contact information.